Castle Peak Associates, Lp

Clients come to us for help with transforming all aspects of their business from trading systems, data management, recordkeeping, accounting, financial and regulatory reporting to client and performance reporting. We don't just help with implementation, we start with strategy and requirements and we make sure that we cover organizational readiness and process engineering in addition to data conversion and integration. We are a strong partner in the strategy and requirements phase of any transformation because we have in depth experience with implementation. Our clients invest in fixed income, structured products, loans, derivatives, alternative investments, equities and real estate, they include major banks, insurance companies, pension funds, mutual funds, investment advisors and asset servicing firms.